Financial Services Representative; Danvers, MA), BrightBridge Credit Union, Lawrence, MA

Financial Services Representative – Danvers, MA

Bright Bridge Credit Union, a member of the Cooperative Credit Union Association.

Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at Bright Bridge? We’re looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations.

If you’re looking to start or continue your career in banking with a team that values your contributions, we’d love to meet you!

• Maintains a working knowledge of all products and services offered by the Credit Union.
• Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience.
• Focused on relationship deepening by creating member interest in additional products and services.
• Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.
• Maintains a working knowledge of all electronic delivery channels to assist members with online banking, bill pay and the mobile application.
• Originates and closes all loan types via direct member contact, telephone, mail and fax applications.
• Uses loan processing system to create approved documents for funding and disbursement.
• Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail.
• Demonstrates full knowledge of applicable state and federal regulations and laws.
• Performs all duties for ATM/Debit card issuance, including new, reissues and maintenance.
• Promotes, refers and sells additional third‑party products as determined by the Credit Union.
• Functions as a Membership Officer in the Branch, as approved by the Board of Directors.
• Handles opening and closing of all account types and completes all proper documentation.
• Cross‑trains on all teller line functions to provide backup assistance when needed. Assists Call Center with resolution of member issues daily.
• Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.
• Fills in at other branches as requested.

• Minimum of high school diploma or equivalent.
• Minimum of two years customer service experience, preferably in a financial institution.
• Strong interpersonal, written, verbal communication and organization skills.
• Demonstrated ability to deal effectively with members and staff.
• Experience with Windows PCs, Outlook, Excel and Word.
• Flexibility of work hours and proven reliability/dependability.
• Ability to handle multiple tasks effectively and accurately.
• Excellent cross‑selling and problem‑solving skills.
• Professional and positive attitude and image to all members at all times.
• Eligibility to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a registered Mortgage Loan Originator (MLO).

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• Locate the position of interest and apply.

Entry level

Full‑time

Finance and Sales

Banking